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Speakers

Peter Stahl

Equipping Financial Professionals to Handle: Medicare, Long Term Care & Income Solutions for a Health Care Coverage Plan

  • Do Your Clients’ Financial Plans Provide a Strategy for Healthcare Funding?

Peter understands clients’ health care challenges during retirement and equips advisors with the knowledge to build trust and provide solutions.

With a seasoned, results driven style, he makes navigation through a complex and ever-changing health care landscape comprehensible to all.

The foundation of his exceptional communication and presentation skill set is the core product proficiency that Peter brings in insurance, mutual funds, annuities and retirement plans.

  • Accumulating Wealth with Health Savings Accounts
  • The Convergence of Health Care & Financial Planning
  • Retirement Health Care – Beyond the Election
  • The Convergence of Retirement Health Care & Employee Benefits
Array

“Peter’s presentation to our Financial Advisors was excellent. He took the complicated subject of Health Care and presented it in an interactive and easy-to-understand manner. More importantly, he took his presentation one step further and answered the question, ‘What does this mean to your clients?’ He accomplished this by providing our advisors with the tools to not only have the important health care discussion with their clients but to also come up with solutions to fund these often overlooked costs. This new knowledge and skill set will definitely add value to our client relationships.”

– Sales Manager, CUSO Financial Services

 

“Loved Peter’s presentation. A HUGE amount of needed information and material we should all be incorporating into our planning with clients.Thanks for providing such a valuable meeting.”

– Wells Fargo PCG Financial Advisor

 

“That was Excellent! Very, very helpful and I hate these things”

– Client Seminar Attendee, Pine Hurst, NC

Peter’s Client List Includes…

  • Cetera Financial
  • CUSO Financial
  • Fifth Third
  • Huntington Bank
  • Jackson National
  • Lincoln Financial
  • LPL
  • Nationwide
  • Realty Capital Securities
  • Prudential
  • SunTrust
  • Wells Fargo
$5,000 and Under
 Alabama
Philadelphia
Travels From:  Alabama
City: Philadelphia

Biography

Keynote Speaker Peter Stahl brings over 25 years of experience in the financial services industry where he has built a recognized track record of integrity and success. He has delivered training and sales resources to financial advisors and their broker dealer firms across multiple channels of distribution, both domestically and internationally.

With a career that began in the traditional investment industry at Putnam, Peter built a business based on matching clients with investment options that best met their performance and life stage goals. He moved on to Hartford Financial Services where he continued to build relationships and lead teams to industry-leading market penetration as well as individual performance. Throughout his corporate career, Peter built unparalleled credibility and competencies in building businesses, mastering the complexity of the marketplace and sophisticated product lines, exporting that knowledge to teams of professionals and alliance partners who sought to improve their own performance.

In 2012 Peter founded Bedrock Business Results, LLC, a training and consulting firm designed to help financial advisors and their clients understand health care challenges during retirement, equipping them to provide solutions. With a seasoned, results driven style, he makes navigation through a complex and ever-changing health care landscape comprehensible to all. The foundation of his exceptional communication and presentation skill set is the core product proficiency that Peter brings in insurance, mutual funds, annuities and retirement plans.

He has been a Certified Financial Planner (CFP) since 1997 and also holds the Certified in Long Term Care (CLTC) and Chartered Mutual Fund Counselor (CFMC) designations. Peter holds degrees in Economics and Business Administration from Gordon College.

Presentations

Rising healthcare costs are a major concern for people near retirement.
Health Savings Accounts are emerging as a central component of wealth accumulation strategies, while lawmakers are positioning them as a core element of healthcare reform.

Advisors seeking to educate their clients about HSAs and manage HSA assets will learn from a subject-matter expert.

This Seminar Includes:

  • Key features and benefits of HSAs
  • Core financial planning considerations with HSAs
  • Strategies on making HSA management part of your practice
  • Offering HSA solutions to defined contribution plan clients
  • Evaluating HSA custodians

Pre-retirees frequently rank retirement health care costs as their top concern.

Financial advisors must understand the convergence of financial planning and health care in order to build comprehensive retirement income strategies.

Significant demographic, political and legislative changes have occurred in 2016 that necessitate modifications to traditional financial planning strategies. In addition, the competing presidential candidates have varied approaches to retirement health care solutions.

This educational session will clearly lay out challenges and solutions to accumulation and distribution strategies.

Content Includes:

  • Estimating Retirement Health Care Costs
  • Medicare
  • Health Savings Accounts
  • Custodial Care
  • Changing Accumulation Strategies
  • Retirement Income Considerations
  • Resources for Advisors and Clients

CFP® & CIMA® CE Credit

Pre-retirees frequently rank retirement health care costs as their top concern.

Financial advisors must understand the convergence of financial planning and health care in order to build comprehensive retirement income strategies.

Significant demographic, political and legislative changes have occurred in 2016 that necessitate modifications to traditional financial planning strategies. In addition, the competing presidential candidates have varied approaches to retirement health care solutions.

This educational session will clearly lay out challenges and solutions to accumulation and distribution strategies.

Content Includes:

  • Estimating Retirement Health Care Costs
  • Medicare
  • Health Savings Accounts
  • Custodial Care
  • Changing Accumulation Strategies
  • Retirement Income Considerations
  • Resources for Advisors and Clients

CFP® & CIMA® CE Credit

1) Retirement health care costs are among pre-retirees greatest concerns.

2) Many pre-retirees are overwhelmed and confused as they approach this issue.

3) Providers of employee benefits, from health insurance to retirement plans have a unique opportunity to connect with members on this important issue.

  • Understanding how Medicare coverage works
  • Estimating overall retirement health care costs
  • Controlling personal Medicare costs
  • Timing the transition from employer based to Medicare coverage
  • Strategies to prepare during the accumulation years:
    • Considering the benefits of a Roth 401(k)
    • Utilizing a Health Savings Account
    • Incorporating tax deferral
    • Understanding solutions for custodial care
    • Planning ahead for required minimum distributions
    • Applying key tax considerations

CFP® & CIMA® CE Credit

Areas of expertise

  • Health Care
  • Medicare
  • Long Term Care
  • Income Solutions for a Health Care Coverage Plan
© 2016 Ro Morrison & Assoc.